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Overview

You can use this Snap to search in MS Dynamics 365 for Sales for an entity set using filter conditions. You can also apply query options to set criteria for the data you want and the entity properties that should be returned.

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Snap Type

Dynamics 365 for Sales Search Snap is a Read-type Snap that Search records from Dynamics CRM using Fetch XML query.

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  • The Snap fails with an error when the number of requests exceeds 6000 within 300 seconds. We recommend that you limit the number of requests you make within 300 seconds (5 minutes). You can gradually increase the requests that reduce the retry-after duration, optimize your throughput, and minimize resource spikes on the server.

  • The Snap fails with an error when the combined execution time of incoming requests exceeds the limit of 1,200,000 milliseconds within the window of 300 seconds. We recommend that you reduce the number of concurrent requests or reduce the duration of requests and try later.

  • The Snap fails with an error when the number of concurrent requests exceeds the limit of 52. We recommend that you reduce the number of concurrent requests.

Known Issues

  • This Snap cannot display more than 5000 results per page. This is due to the limitation in Microsoft Dynamics 365 for Sales, which restricts the number of results retrieved to 5000.

  • The Object Type suggestions are limited to the Object Types available within Microsoft Dynamics 365 for Sales v8.2 and v9.0. There is no current ability to suggest Custom Object Types.


Snap Views

Type

View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input

Document

Min: 0
Max: 1

Mapper Snap

Query parameters for the search to be performed. This can either be entered using the Filter Condition fieldset or using a Mapper Snap upstream.

Output

Document

Min: 1
Max: 1

Mapper Snap

A document with the result set that matches the specified search criteria.

Error

Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter while running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab. The available options are:

  • Stop Pipeline Execution: Stops the current pipeline execution when the Snap encounters an error.

  • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the rest of the records.

  • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

Learn more about Error handling in Pipelines.

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Field Name

Field Type

Description

Label*

Default ValueDynamics 365 for Sales Search
ExampleDynamics 365 for Sales Search

String

Specify the name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

Object Type*

Default Value: account
Example: account

String/Expression

Specify the MS Dynamics 365 for Sales object type.

Page Size

Default Value: 1000
Example: 5000

Integer/Expression

Specify the Page Size feature to make paging in an application faster for large datasets.

Max Value: 5000

Max Page Number

Default Value: 0
Example: 20

Integer/Expression

Specify the maximum number of pages of results that this Snap can return. When the specified page number is reached, or when no more records are available, this Snap stops loading any additional results.

Enter 0 in this field to read all pages.

Filter Condition

Use this field-set to specify search criteria to be used when this Snap is executed. If you want to use any special search functions in your search criteria, use the Filters option in the Parameter field of the Query Parameters field-set.

Type

Default Value: and
Example: or

Dropdown list

Specify the Microsoft Dynamics 365 for Sales filter type. Available options include:

  • and

  • or

  • not

Only "and" and "or" are supported by Microsoft Dynamics 365 for Sales

Attribute

Default Value: N/A
Example: name

String/Expression

Specify the Microsoft Dynamics 365 for Sales filter attribute. The MS Dynamics 365 for Sales object type attribute to apply the filter.

Operator

Default Value: equal
Example: notEqual

Dropdown list

Specify the Microsoft Dynamics 365 for Sales filter operator. The operator to be applied to the filter attribute. Available options include:

  • equal

  • notEqual

  • lessThan

  • lessThanOrEqual

  • greaterThan

  • greaterThanOrEqual

Value

Default Value: N/A
Example: MyAccountName

String/Expression

Specify the Microsoft Dynamics 365 for Sales filter value. The value to be applied to the filter operator.

Query Parameters

Use the Query Parameters field set to define search query parameters and their values. The query parameters will be attached to the URL using the HTTP query parameter syntax, separated by & and added as key=value.

Parameter

Default Value: N/A
Example: filter

String/Expression

Specify the attribute that would be used as a key in your query. As of this version, the following parameters are enabled for this Snap:

  • top: Limiting results using top prevents page size preference from being applied. You can use page size preference or top, but not both at the same time.

  • expand: The expand parameter enables you to control what data from related entities is returned. For more information on using the expand parameter, see Query Data Using the Web API.

  • filter: Select this parameter if you want to use special functions along with the filter conditions in your search query. MS Dynamics 365 for Sales provides a number of special functions that accept parameters, return Boolean values, and can be used as filter criteria in a query. For a list of these functions, see Microsoft Web API Query Function Reference.

The following is an example of the Between Function searching for accounts with a number of employees between 5 and 2000:

Paste code macro
 
filter=Microsoft.Dynamics.CRM.Between(PropertyName='numberofemployees',PropertyValues=["5","2000"])

Value

Default Value: N/A
Example: "name eg'" + $name + "'%

String/Expression

Specify the value associated with the parameter chosen in the Parameter field in the Query Parameters field set.

Output Attributes

Use this field set to return in search response. If no attributes are configured, all attributes are returned

Name

Default Value: N/A
Example: name

String/Expression

Specify the select system query option to limit the properties returned. If select properties aren't specified, all properties are returned.

Order By

Use this field set to specify the order in which items are returned when the search is executed.

Attribute

Default Value: N/A
Example: Account Name

String/Expression

Specify the attribute that you want to use to order the search results.

Sort Order

Default Value: ascending
Example: descending

Dropdown list

Select the sort order in which you want your search results ordered. Available options are:

  • ascending

  • descending

Number of Retries

Default Value: 0
Example: 1

Integer

Specify the maximum number of attempts to be made to receive a response. The request is terminated if the attempts do not result in a response.

Retry Interval (seconds)

Default Value: 1
Example: 5

Integer

Specify the time interval between two successive retry requests. A retry happens only when the previous attempt resulted in an exception. 

When the Snap encounters 429 error, the response includes the retry-after with <number of seconds> in the header and the Snap automatically retries after the specified <number of seconds>.

HTTP Header

Use this fieldset to add additional HTTP headers to pass when sending requests to the Dynamics 365 for Sales instance.

Key

Default Value: N/A
Example: Prefer

String/Expression

Specify an HTTP header key.

Value

Default Value: N/A
Example: odata.include-annotations="*"

String/Expression

Specify an HTTP header value.

Enable continue on error

Default Value: Deselected

Checkbox

Select this checkbox to enable the service to continue processing the remaining requests in a batch when an error occurs. The code continues to execute until all requests are processed. It then returns the response to the output view.

When this checkbox is deselected, the batch process errors out immediately on the first failed request. It then returns a response in the error view that includes the error message.

Snap Execution

Default Value: Validate & Execute
Exdample: Execute only

Dropdown list

Multiexcerpt include macro
nameExecution_Detail_Write
pageSOAP Execute

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